Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
The reason that we have such 'compute scarcity' is that it's taking a great deal of time to come online, and the vast majority is sold to Anthropic and OpenAI, pumping backlogs across the industry and creating an illusion of demand fueled by VC and debt.
https://www.wheresyoured.at/wherere-all-the-ai-chips/
2026-09-22T15:49:25.071Z